OnBrio
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For Coaches

Run your coaching practice without the spreadsheet.

Intake forms, package-based invoicing, scheduling, and private session notes all live on one client record, so you always know where each client stands before you sit down to talk.

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The problems every coaches knows.

Session packages are tracked in a spreadsheet

A client buys a 6-session package. Knowing how many sessions they have left means checking a separate spreadsheet before every call.

Client notes are scattered across tools

Session notes live in a notes app, intake answers in a form tool, and scheduling in a calendar app: nothing connects to the client record.

No-shows and late cancellations go unenforced

Your cancellation policy exists in a PDF nobody reads. Enforcing it after a no-show means an awkward, unstructured conversation.

Built for how coaches actually work.

Every feature designed around your specific workflow, not bolted on.

Intake forms tied to the client record
Send an intake questionnaire as part of onboarding. Answers land directly on the client profile for reference before every session.
Package-based invoicing
Sell a package of sessions upfront, or bill recurring monthly. OnBrio tracks sessions used and remaining automatically.
Coaching agreements with e-signature
Send your coaching agreement, including cancellation policy, and get it signed before the first session.
Private session notes
Keep notes on each session tied to the client record, private by default, visible to you across every past conversation.
Automated reminders
Session reminders and package-renewal nudges go out automatically, so clients show up prepared and packages get renewed on time.
Mobile access before every call
Pull up a client's history, notes, and package status from your phone right before a session starts.

Your workflow, end to end.

1
Onboard with an agreement + intake form
Client signs your coaching agreement and completes an intake form in one flow.
2
Sell a session package
Bill for a package upfront or set up recurring monthly billing. Sessions used track automatically.
3
Coach and take private notes
Log notes after each session on the client record, ready for you before the next call.
4
Renew or upsell
Automatic renewal reminders go out as a package runs low, so you're not manually tracking who's about to run out.

“I stopped checking a spreadsheet before every single call. My client record just tells me how many sessions are left and what we talked about last time.”

Marcus Webb
Executive coach
No more manual package tracking
FAQ

Common questions.

Yes. OnBrio covers intake forms, package-based invoicing, scheduling, and private session notes for any coaching practice, regardless of niche.
Yes. Bill a package of sessions upfront or on a recurring schedule, and track how many sessions each client has remaining directly from their record.
Session notes live on the client record inside OnBrio and are private to you by default. You control exactly what, if anything, a client sees in their own portal.
Yes. Share your availability and let clients self-book inside their portal, with automatic confirmation and reminder messages.

The OS for coaches.

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